See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,293 | $154,228-42.8% | $145,433-39.3% | $137,256-35.7% |
| Participation rate | 52.4% | 83.8%-31.4pp | 82.1%-29.7pp | 80.0%-27.6pp |
| Annual return | 12.78% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,919 | $4,804-60.0% | $4,554-57.9% | $4,156-53.8% |
| Participant deferral / active EE | $2,880 | $8,216-64.9% | $7,897-63.5% | $6,407-55.0% |
| Admin fee / account holder | $3,049 | $14,344-78.7% | $13,129-76.8% | $12,270-75.2% |